Carol has more than 20 years of experience working in the accounting and legal profession and most recently the Wealth Management Department of a national bank. Recognizing her passion for assisting individuals, her practice has focused on estate, tax, wealth, philanthropic, and business succession planning for high net worth individuals and their families.
Carol’s professional experience uniquely positions her to assist family offices and their clients with the stewardship and deployment of family resources.
As Chief Operations Officer of the firm’s Private Family Office practice, Carol is responsible for ensuring prompt responsiveness from Schneider Downs inter-disciplinary service team. The team’s focus is on the provision of customized solutions and fewer transaction-like interactions. Her oversight of the integrated consultative team assures clients that Schneider Downs is thinking about the management of their financial affairs as a whole by harnessing extensive expertise on their behalf.
J.D.—Duquesne University
B.S.—Accounting and Finance, Clarion University of Pennsylvania
Memberships and Associations
Member—American Institute of Certified Public Accountants
Member—Allegheny County Bar Association
Member—Allegheny County Bar Association Women in the Law Committee
Board Member—Pittsburgh I.C.E. (Inclusion Creates Diversity)
Committee Member—Austin’s Playroom Project
Member—Upper St. Clair School District Community Curriculum Committee
Past President—Upper St. Clair PTA Council
Our Thoughts On
Our Thoughts On
Big Problem: Time Consuming Billing Process.
Big Thinking: Utilize Robotic Process Automation To Reduce Manual Input Time By 75%.
Email us: [email protected]
Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and consulting services to public and private companies, not-for-profit organizations and global companies. We also offer risk advisory, transaction advisory, digital consulting, wealth management, retirement plan solutions and investment banking services. Schneider Downs serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), metropolitan Washington (DC) and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.
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